Kelly Frohsin
Kelly Frohsin is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Virginia Beach, VA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2101 Parks Avenue, Suite 801, Virginia Beach, VA, 23451
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2008Other Business Activities
Kelly works for Towne Wealth Management, the DBA/support company for the FID office, and is also a bank employee at TowneBank. Both activities take about half of Kelly's time and are related to her responsibilities with RJFS.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Truist Advisory Services, INC.
Suntrust Investment Services, INC.
Truist Investment Services, INC.Broker
Franklin/templeton Distributors, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
J.C. Bradford & CO.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.